Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Howard Palmer is a financial advisor with over 40 years of experience in the industry. Phillip is currently registered with Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona. Phillip is a Series 6, 7, 22, 24, 52TO, 53, 63, 65, 79TO, 99TO, and SIE licensed advisor with a wide range of experience. Phillip's previous experience includes working with First Independent Financial Services, Inc., Multi-Financial Securities Corporation, Patterson Icenogle, Inc., Brokers Transaction Services, Inc., Lowry Financial Services Corporation, and Connecticut Mutual Financial Services, Inc. Phillip has a deep understanding of the financial markets and can provide a variety of services to individuals and families, including financial planning, portfolio management, and investment advice. Phillip has a reputation for being a highly skilled and knowledgeable advisor, and his clients appreciate his personalized approach to financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OK
02/13/2017 - Present
Osaic Wealth, Inc. (TULSA OK)
OK
02/11/2004 - 02/16/2016
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (TULSA OK)
CO
01/17/1997 - 03/29/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
12/06/1994 - 06/06/1997
PATTERSON ICENOGLE, INC.
NA
03/22/1989 - 06/06/1997
PATTERSON ICENOGLE, INC.
TX
11/20/1996 - 01/17/1997
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
NA
01/29/1986 - 03/28/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
03/29/1982 - 02/13/1986
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 06/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/18/2003
Series 4 - Registered Options Principal Examination
BC
Issued 04/27/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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